Mary Jolley is a graduate of University of California, Berkeley and has been preparing tax returns for 14 years, and bookkeeping and accounting for 22+ years. She is an IRS registered tax preparer and also a CTEC registered tax preparer (CRTP). This designation is required to prepare California tax returns, and requires ongoing education and training.
She continually works to expand her knowledge of tax law, as well as her accounting and bookkeeping expertise. She enjoys helping small businesses and individuals organize their financial matters. Mary and her husband Jim enjoy living in Washington, after relocating from California in 2008. They have 2 daughters and 6 grandchildren. Mary is active in her church. She is a Master Gardener as well as a Master Food Preserver.
Jim Jolley is a graduate of the University of San Francisco and has enjoyed a long career in data processing, computer security, and computer forensics. Jim is registered with the IRS as a paid tax preparer. He has received training from three of the major tax preparation firms and has been preparing tax returns for 4 years. He currently assists Mary in tax return preparation and provides technical support for the business.
Our mission is to provide personalized services that help clients maintain financial viability in the present while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients’ needs, thorough research, and sound analysis. Jolley Financial Services is dedicated to meeting these goals with high standards of excellence and professionalism.
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